Experience in equities research, manager research and multi-asset portfolios. Contract analyst with a metals & mining focus. Opinions only, not advice.
Joined March 2019
- Tweets4K
- Following728
- Followers4.8K
- Likes7.8K
If @Edark94 couldn't, then maybe I will as I have yolo'd some $YAL. Thermal coal price action is looking for a reason to go up. Not really in the stocks so the bet looks asymmetric imo.
Yancoal Australia ($YAL) Investment Thesis (2026)
1) @respeculator said it was cheap, so I aped in blindly
2)
#FinTwit promised me Black Monday 2.0 today and all I got was the ASX up 44bps. Where can I get a refund?
Joshua Baker retweeted
A half-full glass for those in need. Every now and again commodity equities become completely detached from the price of the commodity they produce, but it doesn't last forever.
Chart 1 spodumene vs PLS & LTR back in 2022.
Chart 2 uranium vs a couple of producers.
Chart 3 NdPr vs rare earth producers.
Incl today's release. Blue collars are historical, red (assay) and green (no assay) are $PNN's CY26 drilling. Most outstanding holes are testing boundaries/margins and resource growth. H65 also tests the potential feeder at the end of H54. H67&68 test extension of south HG zone.
Follow up from last night's spaces hosted by @TRAVmoneyofmine on the comment about a potential feeder structure for MDF given the grade pick up a depth being preliminarily noted as hydrothermal rather than weathered with Ce/La inversion in the elemental distribution $PNN
Fwiw on $CZR, I have continued to vote no on the takeover as in my view, its not a good deal in its current form. The buy-back offer doesn't change my view as I believe the restricted shareholders can vote on this resolution and I believe they'll vote no.
The Westward Ho prospect is of key interest. Sources from public records/disclosures had defined a non-JORC shallow dipping resource ranging between 1.7mt grading 2.5gpt for 137koz and 4.0mt grading 2.7gpt for 320koz. BH6 existing resource at WD is ~120koz. Disc I own and cover.
#ASXNews
$BH6.AX provides an update on the strategic expansion of regional #exploration on the Company’s 100% owned White Dam #Gold Project, 80km east of Broken Hill in SA’s Curnamona Province.
Regional exploration tenure has been expanded by 100% to more than 1,500km² following the award of tenders for 2 Exploration License Applications.
loom.ly/CircykA
Unless a big re-cut of the deal ratio is coming, $CZR probably just delaying the inevitable
For the patient Lith bull, $PMT looks interesting here nearer to 52wk lows. Misperception around FN process and more so Fed reg risk. Later is changing fast. Seeing that with my CAD coverage and a chat with Ken last week at the MMC. This perception lag creates an opportunity imo.
The resource update for Burbanks helps shore up $MRT (I own) mine plan for the BSPH. Continuing to improve confidence in the mine plan is key, as does showing extensions in a life of mine update next year. The stock is also just really cheap.
@RaasGroup has published an update on @Maritana_MRT following its resource upgrade at the Burbanks project. Access to the full report is available on the raasgroup website. #GOLD
The acquisition of HGH provides a lot of strategic optionality for $AKA (I own) to grow production over time and generate CFs to support exploration, and unlock the prospectively of there tenements.
@RaasGroup has a new report available on gold developer @AurekaLimited. Download it from the raasgroup website for free. #gold #goldstocks @DznBkr
The deeper DHEM plate intrigues as it is indicats a richer sulphide zone at depth. Coincident with the fault struc. which has been noted by $SLS to associated with higher grades as is the contact with the mafic schist. Looking to NANRCD033 and proving out a second HG zone.
I'll go out on a limb here on $SLS. If there is broad continuity along strike at depths of 700-800m, have to consider that this deposit is tracking to 300-500mt from the 200-300mt I have detailed before. A lot of IFs but fwd drilling will step back and better test depth conti.
First time I can say I have received activism in physical mail format $CZR
Follow up from last night's spaces hosted by @TRAVmoneyofmine on the comment about a potential feeder structure for MDF given the grade pick up a depth being preliminarily noted as hydrothermal rather than weathered with Ce/La inversion in the elemental distribution $PNN
Another follow up though for $PNN but on the hydromet stage. Gives a complete picture on my theory on met and the ideal "base case" I'm looking to be proven in the company's own met testing. Like the prior post, this is a simplified thinking of the impacts.
Some interesting chatter on $PNN which I am long some. I have some thoughts on the mineralogy and potential met below. The thinking is based on work from other REE names and talking to those with mineralogy experience.
I'll go out on a limb here on $SLS. If there is broad continuity along strike at depths of 700-800m, have to consider that this deposit is tracking to 300-500mt from the 200-300mt I have detailed before. A lot of IFs but fwd drilling will step back and better test depth conti.
Some interesting chatter on $PNN which I am long some. I have some thoughts on the mineralogy and potential met below. The thinking is based on work from other REE names and talking to those with mineralogy experience.
